AI Holders Summary · Q2 2026

82 institutions reported PALC in Q2 2026. AMERIPRISE FINANCIAL INC leads at 11.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

AMERIPRISE FINANCIAL INC

CIK 0000820027

$18M301K0.00%Q2 2026 02

Lunt Capital Management, Inc.

CIK 0001608034

$15M257K5.63%Q2 2026 03

Financial Enhancement Group LLC

CIK 0001641438

$14M236K1.68%Q2 2026 04

Geneos Wealth Management Inc.

CIK 0001764754

$13M222K0.27%Q2 2026 05

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$12M239K0.03%Q1 2026 06

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$12M206K0.01%Q2 2026 07

Centric Wealth Management

CIK 0001752761

$10M190K1.60%Q2 2026 08

LPL Financial LLC

CIK 0001403438

$10M161K0.00%Q2 2026 09

Atria Investments, Inc

CIK 0001535865

$9M153K0.09%Q2 2026 10

GOLDMAN SACHS GROUP INC

CIK 0000886982

$7M122K0.00%Q2 2026 11

Ausdal Financial Partners, Inc.

CIK 0001667146

$6M106K0.25%Q2 2026 12

Gallagher Fiduciary Advisors, LLC

CIK 0001527781

$6M104K0.20%Q2 2026 13

ENZI WEALTH

CIK 0001887441

$3M59K1.08%Q2 2026 14

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$3M49K0.00%Q2 2026 15

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$3M50K0.00%Q1 2026 16

Creative Planning

CIK 0001540235

$2M42K0.00%Q2 2026 17

Burt Wealth Advisors

CIK 0001612041

$2M44K0.56%Q3 2025 18

Ergawealth Advisors, Inc.

CIK 0001973209

$2M37K0.85%Q2 2026 19

JPMORGAN CHASE & CO

CIK 0000019617

$2M32K0.00%Q2 2026 20

World Investment Advisors

CIK 0001652594

$2M36K0.03%Q1 2026

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